Stratos Wealth Partners’s UBS Group UBS Stock Holding History

Stratos Wealth Partners’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-18,323	Closed	-$231K	–	1042
2019 Q4	$231K	Buy	+18,323	New	+$218K	0.01%	856
2018 Q4	–	Sell	-36	Closed	-$1K	–	2395
2018 Q3	$1K	Buy	+36	New	+$566	﹤0.01%	2890
2018 Q2	–	Sell	-2,472	Closed	-$44K	–	2474
2018 Q1	$44K	Buy	2,472 +342	+16%	+$6.5K	﹤0.01%	1647
2017 Q4	$39K	Buy	+2,130	New	+$37K	﹤0.01%	1641

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Stratos Wealth Partners's UBS Position: Q1 2020 in Review

Stratos Wealth Partners sold out of UBS Group (UBS) in Q1 2020, closing a stake of 18,323 shares — an estimated $231K sold.

Stratos Wealth Partners first reported a position in UBS in Q4 2017 and held it in 4 quarters. The position peaked at $231K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Stratos Wealth Partners reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Stratos Wealth Partners sold 18,323 UBS Group shares in Q1 2020, an estimated $231K.
Stratos Wealth Partners first reported a position in UBS Group in Q4 2017 and held it in 4 quarters.
Stratos Wealth Partners's UBS Group position peaked at $231K in Q4 2019.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Stratos Wealth Partners's 13F filing for Q1 2020, filed 4 May 2020.